The Wealth Elevator Podcast: Real Estate, Taxes, Investing

New Deal Desk: Vetting Deals and Operators


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In this episode, we delve into the challenges of transitioning from owning rental properties to investing in syndications, private placements, and private funds. Our host discusses common pitfalls, the importance of due diligence, and introduces the Deal Desk offering – a service designed to help investors vet potential deals and operators. Learn how the Deal Desk can assist you in scrutinizing opportunities, leveraging industry tools, and evaluating property management teams. This informative session is tailored for both seasoned and new investors aiming to make informed investment decisions in the dynamic world of real estate syndications.


00:00 Introduction and Field Work

00:10 Challenges in Real Estate Investments

00:56 Introducing the Deal Desk Offering

01:25 Evaluating Deals and Due Diligence

01:46 The Importance of Reputation and Network

02:35 How We Operate and Our Experience

04:11 The Deal Desk Process

06:08 Advanced Tools and Techniques

08:08 Final Thoughts and Getting Started

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The Wealth Elevator Podcast: Real Estate, Taxes, InvestingBy Lane Kawaoka, PE

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